SWM
SilverOak Wealth Management’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
3,750
+219
| +6% | +$34.2K | 0.11% | 61 |
|
|
2025
Q1 | $581K | Hold |
3,531
| – | – | 0.13% | 55 |
|
|
2024
Q4 | $575K | Hold |
3,531
| – | – | 0.12% | 54 |
|
|
2024
Q3 | $690K | Hold |
3,531
| – | – | 0.15% | 49 |
|
|
2024
Q2 | $612K | Hold |
3,531
| – | – | 0.15% | 50 |
|
|
2024
Q1 | $597K | Hold |
3,531
| – | – | 0.15% | 49 |
|
|
2023
Q4 | $697K | Buy |
+3,531
| New | +$697K | 0.19% | 45 |
|